401(k) · DOL Form 5500 · 2024

Estefan Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
45th
Percentile by assets National rank
$200,531
Avg per participant Above avg balance/head
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Official DOL plan name: Estefan Enterprises Inc 401(k) Profit Sharing Plan · Sponsored by Estefan Enterprises, Inc. · Florida · Food Services & Accommodation

$6M in assets, 29 participants

Estefan Enterprises, Inc.'s Estefan Enterprises Inc 401(k) Profit Sharing Plan reported $6M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 45th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,884 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Estefan Enterprises Inc 401(k) Profit Sharing Plan ranks #2,884 of 3,672 2024 filers by assets (336% of the sector average)-$6M for 29 participants.

#2,884
in Food Services & Accommodation (3,672 peers)
+9.7%
assets growth YoY

Estefan Enterprises Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Estefan Enterprises Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,815,385 45th percentile higher than 45% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Estefan Enterprises Inc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estefan Enterprises Inc 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Estefan Enterprises Inc 401(k) Profit Sharing Plan reported net income rose from $355K in the plan year 2023 filing to $512K in the plan year 2024 filing.
  • Estefan Enterprises Inc 401(k) Profit Sharing Plan reported participants rose from 26 in the plan year 2023 filing to 29 in the plan year 2024 filing.
  • Estefan Enterprises Inc 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592738452 · Estefan Enterprises, Inc. PY 2024 · 401(k)

Estefan Enterprises Inc 401(k) Profit Sharing Plan · $6M · 29 · 45th

  • NET $6M
  • NET 29
  • NET 45th
  • NET 401(k)
  • NET near Camden Coalition of Healthcare 401(k) Profit Sharing Plan and Trust
  • NET ind #2884

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Florida →

Estefan Enterprises Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Estefan Enterprises Inc 401(k) Profit Sharing PlanEstefan Enterprises Inc 401(…$6MCamden Coalition of Healthcare 401(k) Profit Sharing Plan and TrustCamden Coalition of Healthca…$6MNappa Electrical Contractors 401(k) Retirement PlanNappa Electrical Contractors…$6MRoh, Incorporated 401(k) Plan$6MPatten Title Companies Retirement PlanPatten Title Companies Retir…$6M
End-of-year total assets ($M) among Estefan Enterprises Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$512K
Employer EIN592738452
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Estefan Enterprises, Inc.)

Sponsor-wide plan assets over time

All Estefan Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.549083817928818% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.91M $5.82M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 26 $5M
2024 1 29 $6M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Estefan Enterprises Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Estefan Enterprises Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.005815385 · Participants: 29Estefan Enterprises Inc 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Estefan Enterprises Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Estefan Enterprises Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Estefan Enterprises Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Camden Coalition of Healthcare 401(k) Profit Sharing Plan and Trust in NJ ($6M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Estefan Enterprises Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Estefan Enterprises Inc 401(k) Profit Sharing Plan grew at a solid clip - up 9.7% during 2024, from $5M to $6M. Reported net income was $512K.
How have Estefan Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estefan Enterprises, Inc.'s sponsor-wide assets grew 18.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Estefan Enterprises Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Camden Coalition of Healthcare 401(k) Profit Sharing Plan and Trust in NJ ($6M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Estefan Enterprises Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592738452.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.